ConnectWise Automate: clients, groups, monitors and patching
How ConnectWise Automate places agents under clients and locations, how groups, searches and agent templates drive what happens to computers, how internal and remote monitors and alert templates raise alerts and tickets, how Patch Manager policies work, and how scripts, ScreenConnect, user classes, MFA, auditing and offboarding fit together.
- Level
- Intermediate
- Length
- About 50 minutes
- Contents
- 3 lessons · final exam
- Status
- Published · updated 1 Oct 2026
- ConnectWise Automate
Skills you'll practise
- Choose the right installer so a new agent lands in the intended client and location
- Explain how groups, auto-join searches and agent templates decide monitoring, patching and scripts
- Distinguish internal monitors from remote monitors and explain what an alert template does
- Describe Patch Manager's patch groups and policy types, including Managed Mode
- Pick the right Process Execute variant for a script step
- Offboard a computer in the right order: uninstall, then retire
Course outline
- 1.Clients, locations, installers and groupsLesson · 17 min
- 2.Monitors, alert templates and scriptsLesson · 16 min
- 3.Patch Manager, remote access and accountabilityLesson · 17 min
- 4.ConnectWise Automate: clients, groups, monitors and patching: knowledge checkKnowledge check · 16 questions
- 5.Final exam10 questions · passing it completes the course, so people who already know the material can test out
Sources it draws on
The lessons and questions are written from these references, so learners can go back to the original.
- ConnectWise Automate documentation: Locations
- ConnectWise Automate documentation: Agent installers (Custom Agent Installer, Default Agent)
- ConnectWise Automate documentation: Groups (membership, auto-join searches, templates, permissions)
- ConnectWise Automate documentation: Searches
- ConnectWise Automate documentation: Internal monitors
- ConnectWise Automate documentation: Remote monitors
- ConnectWise Automate documentation: Alert templates
- ConnectWise Automate documentation: Scheduling scripts
- ConnectWise Automate documentation: Script functions: Process Execute
- ConnectWise Automate documentation: Patch Manager: patch groups and policies
- ConnectWise Automate documentation: Patch Manager: Microsoft Update policy
- ConnectWise Automate documentation: Patch Manager: approval policies
- ConnectWise Automate documentation: ScreenConnect integration
- ConnectWise Automate documentation: User Class Manager
- ConnectWise Automate documentation: Multi-factor authentication
And 3 more.
See it with your own jobs and topics
Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.